Latest Institutional Transactions on Wells Fargo & Company (WFC)
This table provides information on the latest institutional transactions involving Wells Fargo & Company (WFC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
494+ 2.71% |
$30.1K - $39.6K
|
18.7K
$1.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
170+ 0.56% |
$10.4K - $13.6K
|
30.4K
$2.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.62K+ 52.39% |
$98.8K - $130K
|
4.72K
$376K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
23+ 0.46% |
$1.4K - $1.84K
|
5.01K
$399K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
208+ 7.43% |
$12.7K - $16.7K
|
3.01K
$240K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
70+ 0.92% |
$4.27K - $5.61K
|
7.67K
$611K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.57K+ 43.64% |
$95.6K - $126K
|
5.16K
$411K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
21+ 0.26% |
$1.28K - $1.68K
|
8.1K
$646K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
11.7K+ 229.47% |
$716K - $941K
|
16.9K
$1.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-137- 1.17% |
$8.35K - $11K
|
11.6K
$924K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
33.9K+ 773.87% |
$2.07M - $2.72M
|
38.3K
$3.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-6.41K- 1.99% |
$391K - $514K
|
315K
$25.1M
|
|
|
Jul 17, 2025
Q2 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
SELL
|
- |
-140- 0.2% |
$8.54K - $11.2K
|
71.4K
$5.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
7.36K+ 39.51% |
$449K - $590K
|
26K
$2.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
SELL
|
- |
-1.82K- 4.1% |
$111K - $146K
|
42.7K
$3.4M
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-54- 1.4% |
$3.29K - $4.33K
|
3.79K
$302K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.79K- 28.74% |
$109K - $143K
|
4.44K
$354K
|
|
|
Jul 17, 2025
Q2 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
408+ 1.25% |
$24.9K - $32.7K
|
33.2K
$2.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-408- 6.37% |
$24.9K - $32.7K
|
6K
$478K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-6- 0.05% |
$366 - $481
|
12.2K
$974K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.01K- 5.61% |
$123K - $161K
|
33.9K
$2.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
15.6K+ 13.7% |
$954K - $1.25M
|
130K
$10.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
1.76K+ 3.56% |
$107K - $141K
|
51.1K
$4.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7+ 0.04% |
$427 - $561
|
18.8K
$1.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
330+ 4.98% |
$20.1K - $26.4K
|
6.96K
$555K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-133- 0.89% |
$8.11K - $10.7K
|
14.8K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
21+ 4.2% |
$1.28K - $1.68K
|
521
$41.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
42.4KNew |
$2.58M - $3.39M
|
42.4K
$3.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
432+ 4.05% |
$26.3K - $34.6K
|
11.1K
$885K
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
49+ 0.5% |
$2.99K - $3.93K
|
9.75K
$777K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-3.39K- 20.71% |
$207K - $271K
|
13K
$1.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.48K- 4.57% |
$212K - $278K
|
72.5K
$5.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-85- 0.75% |
$5.18K - $6.81K
|
11.3K
$902K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
2.36K+ 14.97% |
$144K - $189K
|
18.1K
$1.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
61+ 1.6% |
$3.72K - $4.89K
|
3.87K
$308K
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
2.29K+ 49.35% |
$139K - $183K
|
6.92K
$552K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
9+ 0.05% |
$549 - $721
|
19.3K
$1.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
804+ 19.34% |
$49K - $64.4K
|
4.96K
$396K
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
24+ 0.47% |
$1.46K - $1.92K
|
5.14K
$410K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-20- 0.55% |
$1.22K - $1.6K
|
3.6K
$287K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
44+ 0.54% |
$2.68K - $3.53K
|
8.16K
$650K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.27K- 16.12% |
$77.6K - $102K
|
6.62K
$528K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.62K+ 8.98% |
$98.9K - $130K
|
19.7K
$1.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
277+ 1.53% |
$16.9K - $22.2K
|
18.4K
$1.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
483+ 2.8% |
$29.5K - $38.7K
|
17.7K
$1.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
100+ 1.88% |
$6.1K - $8.01K
|
5.41K
$432K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-4.35K- 2.17% |
$265K - $349K
|
196K
$15.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-51.4K- 4.13% |
$3.14M - $4.12M
|
1.19M
$95.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-1K- 0.46% |
$61K - $80.1K
|
219K
$17.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-56.2K- 6.37% |
$3.43M - $4.5M
|
826K
$65.8M
|